Core Team

We are a bunch of wealth-tech enthusiasts with a common goal of making portfolio management and financial planning tools accessible to all.

Ryan Tristan Chiu

 Digital Media & Software Developer

Pauline Shum Nolan, PhD

Co-Founder & CEO

Bruce Seago, MBA
CFO & Business Strategy

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Simiao Zhou, PhD, CFA

Director of Research &

Senior Software Developer

Tristan Chiu, BAH

Software Developer & Digital Media

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Eddie Wang, MSc

Software Developer

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Armaan Zaffino, BBA

Product and Client Success Manager

Pauline Shum Nolan, PhD

Founder & CEO

Melanie Arellano Baratto

Frontend Software Developer

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Preet Banerjee, MSc
Director & Partner

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WPA20 - Finalist__The IFSE Institute Awa
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Finalist...